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Christian C

Series 63, Series 65

Charlottesville, VA

STIFEL

Christian Comberg is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

General retirement planning Income planning
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James D

CFP®, Series 63, Series 65

Charlottesville, VA

STIFEL

James Dickman is a CFP® credentialed financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he serves on the finance committee of Grace Community Church in Charlottesville, VA. Stifel serves a broad client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Adam S

Series 66

Charlottesville, VA

STIFEL

Adam Silvers is a financial advisor at Stifel in Charlottesville, VA, holding a Series 66 designation with 13 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services with an emphasis on fee-based financial planning. The firm's investment approach is based on proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

General retirement planning Income planning
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Shawn P

ChFC®, Series 66

Charlottesville, VA

STIFEL

Shawn Pendleton is a ChFC®-designated financial advisor with Stifel, where he has worked for 13 years. He is based in Charlottesville, VA. Pendleton serves on the Board of Directors and is Chairman of the Board for City of Promise, a nonprofit focused on education, development, and mentoring for children in underserved neighborhoods. Stifel serves a wide range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Sean V

Series 66

Charlottesville, VA

STIFEL

Sean Van Etten is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and has previously worked at Western Governors University, Cellular Sales, and TELICS. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment analysis uses a proprietary methodology developed by its Investment Strategy Group, combining forward-looking capital market assumptions with probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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Gail H

Series 66

Charlottesville, VA

STIFEL

Gail Helmick is a financial advisor at Stifel with 21 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2009 and holds a Series 66 designation. Outside of her advisory role, she serves as a committee member on the Madison County Career & Technical Education Advisory Committee, overseeing the disbursement of Perkins funds. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decision-making.

General retirement planning Income planning
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